Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Daniel Kochsmeier, CFP®|CKA®
1150 Glenlivet Dr, Allentown, PA
18106, United States
Hours
Reviews
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- LDLOR DDec 2, 20235.0Excellent financial advisors. Daniel is extremely knowledgeable ,helpful and experienced. He greatly respects his clients and always looks for the best success for each individual acct. Daniel is always available for any questions or concerns and extremely helpful and supportive. Very pleased with Daniel and Maryanna team. Highly recommend Edward Jones and especially this office and location.
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel Kochsmeier, CFP®|CKA®
What types of financial services does Edward Jones - Financial Advisor: Daniel Kochsmeier offer?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Daniel Kochsmeier?
The office is open Monday to Friday from 8:00 AM to 4:30 PM and closed on Saturdays and Sundays, with appointments available by request on Saturdays.
How can I schedule an appointment with Daniel Kochsmeier at Edward Jones?
You can schedule an appointment via their contact page at https://www.edwardjones.com/us-en/financial-advisor/daniel-kochsmeier/contact/ or by calling their main phone at +1 484-789-5964.
Where is Edward Jones - Financial Advisor: Daniel Kochsmeier located?
The office is located at 1150 Glenlivet Dr, Suite A13, Allentown, PA 18106, USA.
What languages are spoken at Edward Jones - Financial Advisor: Daniel Kochsmeier?
English is the language spoken at this location.
How can I contact Daniel Kochsmeier via email?
You can email Daniel Kochsmeier at daniel.kochsmeier@edwardjones.com.
Are there any nearby insurance agencies to Edward Jones - Financial Advisor: Daniel Kochsmeier?
Yes, nearby insurance agencies include Spotts Insurance Group - Nationwide Insurance and Selective Insurance, which might assist clients with insurance needs complementary to financial advising.
What professional services are available near Edward Jones - Financial Advisor: Daniel Kochsmeier?
Nearby professional services include Northfield Consulting Group, GreenAge Consulting Group, BaronHR, and Transworld Business Advisors of Lehigh Valley, providing options that may be helpful for business or personal financial concerns.
Which nearby medical or wellness centers are close to Edward Jones - Financial Advisor: Daniel Kochsmeier?
Nearby wellness centers include Pure Space Hypnosis, Lehigh Valley Wellness: Stephen McCarthy, PA-C, Infinite30 weight loss center, and Compassionate Care Consultants, offering health services you might want to consider alongside financial planning for wellness.
Does Edward Jones provide any online tools for retirement planning?
Yes, they feature a Retirement Savings Calculator available on their website to help clients prepare for their future.